1834 INVESTMENT ADVISORS CO quarter change: USA Preferred Shares, Unchanged
In preferred shares (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, 1834 INVESTMENT ADVISORS CO opened 0 positions, added to 1, reduced 0, sold out of 0 and left 2 unchanged. The largest increase in value was VRP (+$6,197); the largest decrease was FPE (+$4,040).
- PFXF: Country of operation —; Class PREFERRED SECURT; Shares 2026-03-31 14,890; Shares 2026-06-30 14,890.
- FPE: Country of operation —; Class PFD SECS INC ETF; Shares 2026-03-31 31,078; Shares 2026-06-30 31,078.
Two Form 13F-HR filings compared (SEC CIK 1138486): 2026-03-31 (filed 2026-05-14) and 2026-06-30 (filed 2026-07-30). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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